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Enabling Single Sign-on for the Salesforce User

You must enable Salesforce Single Sign-On (SSO) in Pardot to allow Hevo to access your Pardot data.

Note: You must log in as a user with Administrator access to perform these steps.

To do this:

1. Log in to your Salesforce account linked to Pardot.

2. Click the menu icon in the top-left, and then, search and click Pardot to launch the Pardot Lightning App.

   

   Note: If you do not have Pardot Lightning App enabled, then read this.

3. Click the Pardot Settings tab.

4. In the left navigation pane, under System Emails, click the User Management drop-down, and then click Users.

   

5. Select the user for whom you want to enable SSO.

6. Click the gear icon next to the selected user and in the drop-down, click Edit.

   

7. Scroll down and select the Salesforce CRM Username of the user for whom you want to enable SSO from the CRM Username drop-down.

   

   Note: A user’s username and email address need not be the same but the username must be in the form of an email address.

8. Click Save user.

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Configuring Pardot as a Source

Perform the following steps to configure Pardot as a Source in your Pipeline:

1. Click PIPELINES in the Navigation Bar.

2. Click + CREATE PIPELINE in the Pipelines List View.

3. On the Select Source Type page, select Pardot.

4. On the Configure your Salesforce Account linked to Pardot page, do one of the following:

   • Select a previously configured account and click CONTINUE.

   • Click + ADD SALESFORCE ACCOUNT LINKED TO PARDOT and perform the following steps to configure an account:

     

     1. Select the environment associated with your Salesforce login and click CONTINUE.

        

     2. Log in to your Salesforce account.

     3. Click Allow to authorize Hevo to access your Pardot environment.

        

5. On the Configure your Pardot Source page, specify the following:

   

   • Pipeline Name: A unique name for your Pipeline.

   • Pardot Domain Name: Select the domain name where your Pardot data is hosted.

   • Pardot Business Unit ID: A unique identifier for your Pardot business unit whose data you want to replicate. It is 18 characters long and begins with the value 0Uv.

   • Historical Sync Duration: The duration for which you want to ingest the existing data from the Source. Default duration: 1 Year.

     Note: If you select All Available Data, Hevo ingests all the data available in your Pardot account since January 01, 2007.

6. Click TEST & CONTINUE.

7. Proceed to configuring the data ingestion and setting up the Destination.

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